CVA Family Office’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-463
| Closed | -$5.5K | – | 1333 |
|
|
2024
Q3 | $5.5K | Hold |
463
| – | – | ﹤0.01% | 836 |
|
|
2024
Q2 | $5.2K | Hold |
463
| – | – | ﹤0.01% | 822 |
|
|
2024
Q1 | $5.58K | Hold |
463
| – | – | ﹤0.01% | 822 |
|
|
2023
Q4 | $6.48K | Buy |
+463
| New | +$6.48K | ﹤0.01% | 784 |
|
|
2023
Q3 | – | Sell |
-463
| Closed | -$11.5K | – | 734 |
|
|
2023
Q2 | $11.5K | Buy |
+463
| New | +$11.5K | ﹤0.01% | 703 |
|